See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,613 | $159,901-71.5% | $146,958-69.0% | $145,922-68.7% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 19.21% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,156 | $5,286-78.1% | $4,933-76.6% | $4,660-75.2% |
| Participant deferral / active EE | $5,071 | $8,428-39.8% | $8,070-37.2% | $6,688-24.2% |
| Admin fee / account holder | $3,127 | $15,044-79.2% | $12,998-75.9% | $13,397-76.7% |